We’ll assign a dedicated new business consultant who will use their expertise to set up your client’s plan quickly and efficiently.
We’ll provide you with suitability templates, quotes and outputs from our tools to help you build your own reports.
Your dedicated new business consultant will contact you within 24 hours of receiving the application form to acknowledge receipt and will set up your client's plan quickly and efficiently.
Your new business consultant will keep you informed at every stage of the process. You can also use our new business tracker to keep up to date with your new business pipeline, 24/7.